Schwab U S Large Cap Growth ETF shares owned by Zimmermann Investment Management & Planning
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Zimmermann Investment Management & Planning
from 13F filings
Historical chart of Zimmermann Investment Management & Planning investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Zimmermann Investment Management & Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.3M | 25k | 92.72 |
| 2023-12-31 | $2.0M | 24k | 82.96 |
| 2023-09-30 | $1.7M | 23k | 72.72 |
| 2023-06-30 | $2.1M | 28k | 74.95 |
| 2023-03-31 | $848k | 13k | 65.17 |
| 2022-12-31 | $888k | 16k | 55.56 |
| 2022-09-30 | $1.6M | 29k | 55.82 |
| 2022-06-30 | $1.8M | 31k | 58.00 |
| 2022-03-31 | $1.8M | 25k | 74.81 |
| 2021-12-31 | $2.0M | 12k | 163.74 |
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